Hoxton Wealth hiring Customer Service Officer

The successful candidate will take ownership of day-to-day client servicing, administration, and process execution, freeing advisers to focus on advice delivery and relationship management. Key Responsibilities: Client Service & Communication: Act as a primary point of contact for client queries via phone, email, and CRM Manage inbound and outbound client communications in a timely and professional manner Coordinate meetings, appointments, and adviser diaries Follow up outstanding client requests, documentation, and third-party information Advice & Administration Report: Assist with onboarding new clients, including engagement documents and disclosures Manage fact find documentation, data integrity, and CRM updates Prepare and process forms, applications, and service requests Liaise with product providers, superannuation funds, and platforms Track advice workflows and ensure tasks progress through required stages Process, Compliance & Quality: Ensure all client interactions and records meet compliance and record-keeping standards Support advisers and paraplanners with checklist-driven processes Maintain accurate file notes and documentation Identify process gaps, inefficiencies, and recurring issues and escalate appropriately Operational Support: Support...